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JB

James A. Bankes

BELLEAIR WEALTH MANAGEMENT
BELLEAIR BLUFFS, FL 33770
Some features on this profile are disabled
CRD#: 2508793
JB
James Anthony BankesBELLEAIR WEALTH MANAGEMENT

Professional summary

James Anthony Bankes is a registered financial advisor currently at BELLEAIR WEALTH MANAGEMENT, LLC located in Belleair Bluffs, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. James has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Anthony Bankes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 10, 2019 - Present

BELLEAIR WEALTH MANAGEMENT, LLC

Office #1: 2811 West Bay Drive, Belleair Bluffs, FL 33770
RIA
CRD#: 131666
BELLEAIR BLUFFS, FL
Past

August 3, 2009 - July 5, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
LARGO, FL
Past

July 26, 2005 - October 10, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
LARGO, FL
Past

April 12, 2002 - July 5, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LARGO, FL
Past

March 26, 2002 - April 12, 2002

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past

August 5, 1994 - December 31, 2001

GATEWAY FINANCIAL AGENCY CORPORATION

BD
CRD#: 35864
ARCADIA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/10/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/4/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BELLEAIR WEALTH MANAGEMENT, LLC
BELLEAIR WEALTH MANAGEMENT | WAMSLEY, STANLEY ALAN | BELLEAIR WEALTH MANAGEMENT, LLC

CRD#: 131666 / SEC#: 801-134914

Arizona
Registered Investment Advisory firm - (10/30/2025 Termination Requested)
California
Registered Investment Advisory firm - (10/30/2025 Termination Requested)
Florida
Registered Investment Advisory firm - (5/3/2000 Approved)
Hawaii
Registered Investment Advisory firm - (9/18/2024 Approved)
South Carolina
Registered Investment Advisory firm - (9/16/2024 Approved)
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Contact information

Main Address
2811 West Bay Drive, Belleair Bluffs, FL 33770
Mailing Address
Phone number
(727) 586-5655
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (11/14/2025)

Regulatory assets under management

Total Number of Accounts373
AUM (Assets Under Management)$ 112,971,876

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BELLEAIR WEALTH MANAGEMENT, LLC

CRD#: 131666Belleair Bluffs, FL 33770

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